James Hardie Industries plc

Concrete Products, Except Block & Brick

$25.82

-0.31%

Market cap $15.0B

James Hardie is a manufacturer of fiber cement-based building products, selling primarily to the residential construction industry. North America is the primary geography, generating about 80% of group earnings.

It is a $15.0B materials company. It keeps 2¢ of every dollar of sales as profit, and its net debt equals ~20.5 years of free cash flow. It trades at 103.8× earnings.

$25.82

-0.31%

Market cap $15.0B

Website: jameshardie.com
Location: Dublin 2
Employees: 7 500
Sector: Basic Materials

Share price · 3 years

$26.27 → $25.82-1.7%

price only — dividends excluded

Key facts · FY2026

Revenue: total sales; $4.84B
Profit: keeps 2¢ of every $1 sold; $104M
Free cash flow: cash left after running the business; $206M
Net debt: debt minus cash on hand; $4.22B
P/E: years of profit in the price; 103.8
EPS: earnings per share, FY2026; $0.19
Dividend: pays out 27% of profit · 151% of FCF; 2.07%
Shares: shares outstanding; 545.5M
Volatility: beta vs the market — under 1 swings less; 1.98

52-week range

Low $16.69$25.82High $31.08

Today's price is 63% of the way from the year's low to its high.

Valuation vs own history

P/E

144.1×

46%

P/S

3.1×

46%

EV/EBITDA

42.9×

46%

P/B

2.3×

48%

FCF yield

1.4%

46%

Share of the last ~5 years that was pricier than today (in line with its own history). Based on the daily valuation record.

Insider activity · 90 days

-$9.99Mnet selling

Purchases$0

Sales$9.99M

Insiders trading, last 14d0 buy · 0 sell

Standing in Basic Materials

Size$15.0Btop 63%
Revenue growth+9%top 39%
Net margin3%top 82%
Return on equity2%top 75%
P/E103.8×top 98%
Dividend yield2.07%top 50%

Ranked against 52 Basic Materials companies with a full CV — for P/E, lower ranks higher.

Skills

Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.

Valuation, Growth, Profitability, Health, Quality and Moat lag behind.

Valuation49

P/E vs own history53th pct · 12/25
FCF yield1.4% · 5/25
P/S2.8x · 20/25
EV/EBITDA17.1x · 12/25

Growth25

Revenue CAGRn/a · 0/25
Net income CAGRn/a · 0/25
EPS CAGR ~5Yn/a · 0/25
Fwd implied growth446.1% · 25/25

Profitability28

ROIC1.0% · 5/25
ROE2.3% · 5/25
Net margin2.2% · 6/25
Operating margin9.5% · 12/25

Health36

Altman Z1.87 · 10/25
Current ratio1.59 · 18/25
Interest coverage1.9x · 3/25
Net cash / debtD/A 31% · 5/25

Quality25

Piotroski F0/9 · 0/25
Beneish Mn/a · 0/25
FCF conversion198% · 25/25
Margin stabilityn/a · 0/25

Moat0

ROIC >12% yearsn/a · 0/25
Median gross marginn/a · 0/25
FCF-positive yearsn/a · 0/25
Worst-year net marginn/a · 0/25

How the scores work →

Experience

The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.

FY2026Financial
Profitable every year on record
1 consecutive profitable years in our data
FY2026Financial
Revenue already above $1B
$4.84B in first reported year
FY2026Financial
Best year on record
$104M net income

Achievements

Verifiable track record, straight from the reported numbers.

$10 000 invested in 2021 would be worth ~$6 722 today — price return only

$4.8B revenue in FY2026

7 500 employees

Strengths & watch-outs

What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.

Strengths

No standout strengths in the available data.

Watch-outs

Net debt would take ~20.5 years of free cash flow to repay
Thin interest coverage (1.9×)
Net debt equals ~20.5 years of free cash flow
Short reporting history — trends are less reliable

Qualifications

The basics a company should meet before you research it further. Each check uses the reported numbers.

6 of 9 checks passed

Revenue growing — the company sells more than a year ago+8.6% YoY
Profitable — makes more than it spends$104M FY2026
Profit growing — earnings are higher than last year-45.0% YoY
Generates cash — cash left after running and investing$206M FY2026
Debt under control — could handle its obligations~20.5y of cash flow to repay
Established company — not a micro-cap — lower blow-up risk$15.0B market cap
Proven track record — years of profitability behind it1/1 profitable years
Financially stable — balance sheet not near distressAltman Z 1.9 — grey
Pays a dividend — returns cash to shareholdersyield 2.07%
Valuation not extreme — price not wildly above earningsP/E 103.8

Peer comparisonJames Hardie Industries plc vs 6 largest basic materials peers — cap, P/E, growth and margin side by sideOpen ▾

Company	Market cap	P/E	Revenue growth	Net margin	Profile
JHX this company	$15.0B	103.8	—	2.2%	Mixed
LIN Linde plc Ordinary Share	$228.6B	31.4	+6.6%	20.4%	Solid
SCCO Southern Copper Corporation	$169.6B	29.1	+32.8%	35.9%	Strong
NEM Newmont Corporation	$124.3B	14.1	+25.2%	33.4%	Strong
FCX Freeport-McMoran Inc.	$99.5B	33.9	+0.2%	11.4%	Strong
AEM Agnico Eagle Mines Ltd.	$95.5B	15.4	+43.7%	37.5%	Strong
B Barrick Mining Corporation	$67.0B	9.8	+9.2%	31.6%	Strong

Head-to-head: JHX vs LIN · JHX vs SCCO · JHX vs NEM

References

What covering analysts publish about the company — information only, not a recommendation.

Strong buy 4Buy 7Hold 6

Appendix · Financial records

The full statements behind this CV, FY2026. For readers who want to check the numbers.

Profit & lossRevenue $4.84B · net income $104M (FY2026)Open ▾

Profit & loss

Revenue and profit over the company's career — the income statement, visualised.

How FY2026 revenue flows to profit

RevenueNet income

Revenue (FY2026)

$4.84B

Net income (FY2026)

$104M

Margin 2.2%

Gross margin

35.9%

Operating margin

9.5%

P/E ratio

103.8

Dividend yield

2.07%

Income statement — full detail

Figures in USD billions · EPS in USD

	2026
Revenue	4.8
Gross profit	1.7
Operating income (EBIT)	0.4
Net income	0.1
EPS (diluted)	0.19

Cash flowFree cash flow $206M · operating cash flow $590M (FY2026)Open ▾

Cash flow statement

Cash generated by the business and what is left after investment — year by year.

Operating cash flowFree cash flow

Free cash flow (FY2026)

$206M

Margin 4.3%

Operating cash flow (FY2026)

$590M

FY basis

FCF margin

4.3%

Cash flow statement — full detail

Figures in USD billions

	2026
Operating cash flow	0.6
Capital expenditure	-0.4
Free cash flow	0.2
FCF margin	4.3%

Balance sheetAssets $13.7B · net debt $4.22B (FY2026)Open ▾

Balance sheet

How the balance sheet is built — what it owns versus how it is financed.

How $13.7B of assets is financed

53%

47%

Liabilities $7.26B — borrowed moneyEquity $6.43B — owners' stake

Cash vs debt

Total debt $4.49B − cash $269M = net debt $4.22B

Cash on hand covers 6% of debt.

Altman Z-Score

1.87

Grey zone

Debt repayment

20.5 yrs

Years of free cash flow to clear net debt

Interest coverage

1.9x

EBIT ÷ interest expense

ROE

2.3%

Profit per $1 of equity

Balance sheet — full detail

Figures in USD billions

	2026
Cash & equivalents	0.3
Total assets	13.7
Total liabilities	7.3
Total debt	4.5
Equity	6.4
Net debt	4.2

Want the live picture — intraday moves, valuation history and full analysis?

Deeper analysis of JHX on PreMarketPrice

Figures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $25.82 · market cap $15.0B.